Minot Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Minot Capital’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-34,406	Closed	-$2.02M	–	18
2023 Q2	$2.02M	Sell	34,406 -23,630	-41%	-$1.41M	0.36%	17
2023 Q1	$3.48M	Hold	58,036	–	–	0.63%	18
2022 Q4	$3.39M	Hold	58,036	–	–	0.68%	18
2022 Q3	$3.43M	Hold	58,036	–	–	0.93%	17
2022 Q2	$3.55M	Hold	58,036	–	–	0.72%	17
2022 Q1	$3.65M	Sell	58,036 -34,407	-37%	-$2.23M	0.61%	16
2021 Q4	$6.14M	Hold	92,443	–	–	0.99%	15
2021 Q3	$6.25M	Sell	92,443 -23,630	-20%	-$1.61M	1.07%	15
2021 Q2	$7.87M	Buy	116,073 +26,507	+30%	+$1.79M	1.38%	14
2021 Q1	$6.02M	Hold	89,566	–	–	1.16%	14
2020 Q4	$6.22M	Hold	89,566	–	–	1.21%	14
2020 Q3	$6.31M	Hold	89,566	–	–	1.56%	12
2020 Q2	$6.32M	Sell	89,566 -17,908	-17%	-$1.26M	1.93%	12
2020 Q1	$7.58M	Buy	107,474 +60,214	+127%	+$4.08M	3.01%	9
2019 Q4	$3.12M	Hold	47,260	–	–	1.18%	9
2019 Q3	$3.15M	Buy	+47,260	New	+$3.14M	1.5%	9

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Minot Capital's VGIT Position: Q3 2023 in Review

Minot Capital sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 34,406 shares — an estimated $2.02M sold.

Minot Capital first reported a position in VGIT in Q3 2019 and held it in 16 quarters. The position peaked at $7.87M in Q2 2021. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Minot Capital reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Minot Capital sold 34,406 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $2.02M.
Minot Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2019 and held it in 16 quarters.
Minot Capital's Vanguard Intermediate-Term Treasury ETF position peaked at $7.87M in Q2 2021.
570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Minot Capital's 13F filing for Q3 2023, filed 13 Nov 2023.